Wealthstreet Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wealthstreet Investment Advisors’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$20K	Hold	191	–	–	0.54%	40
2021 Q4	$22K	Hold	191	–	–	0.54%	38
2021 Q3	$22K	Hold	191	–	–	0.61%	37
2021 Q2	$22K	Sell	191 -11,052	-98%	-$1.27M	0.11%	66
2021 Q1	$1.28M	Buy	11,243 +1,000	+10%	+$116K	0.12%	149
2020 Q4	$1.21M	Buy	10,243 +2,500	+32%	+$294K	0.12%	148
2020 Q3	$915K	Buy	7,743 +4,419	+133%	+$524K	0.1%	158
2020 Q2	$393K	Hold	3,324	–	–	0.05%	242
2020 Q1	$383K	Hold	3,324	–	–	0.06%	218
2019 Q4	$373K	Hold	3,324	–	–	0.04%	261
2019 Q3	$373K	Sell	3,324 -87	-3%	-$9.78K	0.05%	253
2019 Q2	$380K	Hold	3,411	–	–	0.05%	255
2019 Q1	$372K	Buy	3,411 +191	+6%	+$20.5K	0.05%	258
2018 Q4	$343K	Buy	3,220 +54	+2%	+$5.66K	0.05%	256
2018 Q3	$334K	Hold	3,166	–	–	0.04%	279
2018 Q2	$337K	Hold	3,166	–	–	0.04%	271
2018 Q1	$340K	Hold	3,166	–	–	0.04%	265
2017 Q4	$346K	Buy	+3,166	New	+$346K	0.04%	271

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthstreet Investment Advisors's AGG Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2022 at 191 shares worth $20K. The position accounts for 0.54% of the portfolio, ranked #40.

Wealthstreet Investment Advisors first reported a position in AGG in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.28M in Q1 2021. 1,554 funds tracked by Wall St. Rank hold AGG as of Q1 2022.

Wealthstreet Investment Advisors held 191 shares of iShares Core US Aggregate Bond ETF worth $20K as of Q1 2022.
Wealthstreet Investment Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2022.
iShares Core US Aggregate Bond ETF made up 0.54% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #40 holding.
Wealthstreet Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 18 quarters since.
Wealthstreet Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.28M in Q1 2021.
1,554 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.